See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SINGERLEWAK LLP1 year Filed as: SINGERLEWAK LLC Service code 10 · EIN 95-2302617 | Accounting | $34,132 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,812 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$36,440 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,246 | $106,028+73.8% | $146,958+25.4% | $77,643+137.3% |
| Participation rate | 91.6% | 78.4%+13.2pp | 82.2%+9.5pp | 70.6%+21.0pp |
| Annual return | 18.46% | 56.73%-38.3pp | 418.34%-399.9pp | 31.24%-12.8pp |
| Employer contribution / active EE | $6,346 | $4,063+56.2% | $4,933+28.7% | $2,726+132.8% |
| Participant deferral / active EE | $13,688 | $7,990+71.3% | $8,070+69.6% | $4,647+194.5% |
| Admin fee / account holder | $42 | $337-87.5% | $12,998-99.7% | $430-90.2% |